Delete a tenant payment (UK only)

Owned by Fiona Hardy
Last updated: Jul 19, 2022
2 min read

This guide has been reviewed against our global client base and classed as relevant to UK only

This page outlines the correct process to follow in order to delete a tenant payment

1. Highlight allocations

  • In the tenant Transactions screen, right-click the tenant payment and select Highlight allocations

 

2. Check details

  • Double-click the entry to show the nominal details behind the payment 

  • Click the Paid tab against the tenant payment entry and the highlighted transactions to ensure no entries have yet been paid

    This should appear blank in the Paid tab

 

3. Delete payment option

Once the tenant payment and the highlighted allocations have been checked and confirmed that no corresponding monies have been paid out

  • Right-click the tenant payment entry and select Delete payment

  • From the Delete Transaction screen, click Post to delete the tenant payment

  • Click Accept to confirm the transaction has been deleted

  • Exit out of the delete transactions screen

 

This will move the tenant payment, and any associated payments, out of the BACS and Cheque Run and change the highlighted allocations back to unallocated.



If the payment has already left the bank account, the transaction cannot be deleted

In this circumstance, a credit note should be raised to reverse the payment

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